$LOW

Mortgage rates hit a one-year high at 6.71%, driven by a Treasury bond sell-off. Lowe's (NYSE:LOW) lowered its full-year outlook, expecting $92B in sales and adjusted EPS of $11.75. Home Depot (NYSE:HD) reaffirmed its outlook but noted housing market pressures. Both companies are impacted by high interest rates, which affect homebuilding and improvement projects. Their stocks trade at lower forward earnings multiples, with Lowe's yielding 2.4% and Home Depot 2.9%.

LOWES COMPANIES INC (LOW) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 28, 2026, Lowe’s Companies, Inc. (the “Company” or “Lowe’s”) made certain executive officer appointments which ar

Lowe's (LOW) has underperformed The Home Depot (HD) with a 4.7% YTD and 19.5% 52-week decline. Analysts give LOW a 'Moderate Buy' rating, with a $252.70 mean price target, implying 23.4% upside.

Home Depot (HD) offers a higher dividend yield (2.87%) than Lowe's (LOW), but Lowe's has a lower payout ratio (41%) and stronger free cash flow coverage. Home Depot's dividend is $2.33 per share, with a 1.3% recent raise, while Lowe's has a 60-year growth streak and raised its dividend by 4%. Both stocks are trading below their 2023 highs, making dividend metrics more significant.

Lowe's Companies, Inc. (NYSE: LOW) declared a quarterly cash dividend of $1.25 per share, payable Nov. 4, 2026, to shareholders of record as of Oct. 21, 2026. The company reported fiscal 2025 sales of over $86 billion and operates more than 1,750 home improvement stores.

Target (TGT) raised its dividend to $1.16, while Lowe's (LOW) increased to $1.25. Target's yield is 2.8%, higher than Lowe's 2.4%. Target's raise was modest, focusing on earnings cushion, while Lowe's faces higher debt and negative equity. Both reported Q2 results on August 19, 2026.

Lowe’s (LOW) reported Q2 sales of $26B, up 8.3% YoY, but comparable sales rose just 0.2%. Pro contractor and online sales grew, while DIY shoppers spent less. The company lowered full-year guidance to $92B in sales and $12.25 EPS. Online tools and loyalty programs drove growth, but margins slipped due to higher costs. Inventory and debt levels also increased.

Home Depot (HD) reported 1.7% comp growth, reaffirming its full-year guidance, while Lowe's (LOW) cut its outlook to the low end with just 0.2% comps. HD's revenue was $47.86B, driven by Pro sales, while LOW's $25.96B revenue relied on recent acquisitions. Housing starts fell 12.4% in July, impacting both companies differently.

Lowe's (LOW) reported Q2 2027 revenue of $26 billion, up 8.3% YoY, with adjusted EPS of $4.40. Comparable sales rose 0.2%, driven by Pro, Online, and Home Services, offset by DIY spending pressure. Online sales grew 15.7%. Adjusted operating margin decreased 62 bps to 14%. Inventory increased $1.4 billion. Free cash flow was $3.1 billion. Full-year sales guidance was updated to $92 billion, with adjusted EPS guidance lowered to $12.25. Management cited elevated fuel and transportation costs and

Lowe's (NYSE: LOW) reported flat same-store sales for Q2, citing macroeconomic pressures. Management expects flat annual sales. Despite this, the company increased its dividend by 4% to $1.25 per share, yielding 2.3%. The stock's P/E ratio dropped to 18, below its 10-year median of 21. The shares have underperformed the market, falling 10.4% YTD.